Ad is loading...
LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$27.97
Change-$0.77 (-2.68%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
LVAEX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVAEX vs. RMFEX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. LVAEX (1.38B). RMFEX pays higher dividends than LVAEX: RMFEX (1.95) vs LVAEX (1.78). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 11.20 vs. RMFEX (9.76). RMFEX return over 5 years is better than : 38.66 vs. LVAEX (14.28).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 15.607 | 9.238 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 98.7B | 1% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 11.20 | 9.76 | 115% |
| Returns for 3 years | -3.96 | 12.60 | -31% |
| Returns for 5 years | 14.28 | 38.66 | 37% |
| Returns for 10 years | 42.59 | 64.15 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...